Delighted + Email + Insightly integration

Use Autopilot to create journeys that use the Delighted, Email and Insightly integrations.

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Marketing Automation ideas to integrate Delighted, Email and Insightly.

Delighted NPS Response to Create Insightly Project to Send Email

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Email Activity to Check Delighted NPS Response to Assign Insightly Task

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Insightly Contact Field Change to Check Delighted NPS Response to Send Email

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Check Insightly Contact Field to Check Delighted NPS Response to Send Email

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Email Activity to Send Delighted NPS Survey to Update Insightly Contact Field

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Check Insightly Contact Field to Send Delighted NPS Survey to Send Email

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Email Activity to Assign Insightly Task to Send Delighted NPS Survey

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Add Insightly Opportunity to Check Delighted NPS Response to Send Email

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Email Activity to Create Insightly Project to Send Delighted NPS Survey

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Delighted NPS Response to Send Email to Send Delighted NPS Survey

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Insightly Contact Field Change to Send Delighted NPS Survey to Send Email

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Delighted NPS Response to Assign Insightly Task to Send Email

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Delighted NPS Response to Check Email Status to Create Insightly Project

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Delighted NPS Response to Check Email Status to Update Insightly Contact Field

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Delighted NPS Response to Send Email to Create Insightly Project

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Email Activity to Check Delighted NPS Response to Send Email

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Email Activity to Send Email to Send Delighted NPS Survey

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Check Insightly Contact Field to Check Email Status to Send Delighted NPS Survey

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Check Insightly Opportunity Stage to Check Delighted NPS Response to Send Email

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Email Activity to Assign Insightly Owner to Send Delighted NPS Survey

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Showing 20 journey ideas for Delighted, Email and Insightly

About the Delighted integration

With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.

About the Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

About the Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Email integration and the Insightly integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

Journey Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Send Email
Send a contact a personalized marketing or transactional email.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Delighted, Email and Insightly.